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Categories
Automotive, Healthcare & Dental, Retail & Hospitality, Home Services, Financial & Professional Services
Collections
Integrations, Available in Australia

About Freshsales

Import your Freshsales contacts into Podium, making it easy to send automated review invitations.

  • Improve your online rating by requesting reviews for closed deals.

  • Save time managing your contacts by seamlessly syncing your contacts between Podium and Freshsales. No more copy and pasting between systems!

Freshsales and Podium

Compatibility

Your Freshsales plan must include integrations.

Setup Process

BEFORE YOU BEGIN

  1. Log in to Freshsales.

  2. Navigate to Freshsales Profile > Settings > API Settings.

  3. Confirm the reCAPTCHA to view your API Key.

  4. Note your API Key; you’ll need to enter it later.

STEPS

  1. Click Connect.

  2. Select the Podium location you’d like to connect to Freshsales.

  3. Allow Freshsales to access the appropriate Podium data.

  4. Allow Podium to access the appropriate Freshsales data.

  5. Make sure you’ve selected the appropriate country.

  6. Click Finish.

  7. Select the automations to use with your Freshsales integrations.

  8. Click Activate.

Use cases

  • Request a review

    Request a review after a deal is closed in Freshsales